Executive Assistant to Founder​/CEO

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.

CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.

We are seeking a highly experienced Executive Assistant to support the Founder/CEO of CAIS in his dual role as both CEO of CAIS and Chairman of an external organization (Museum/Nonprofit), including associated board responsibilities. This is a mission-critical, highly visible role requiring exceptional judgment, discretion, and operational excellence.

The ideal candidate thrives in a fast-paced, high-expectation environment, brings elite attention to detail, and operates as a true extension of the executive. This role is predominantly Executive Assistant-focused, with limited personal assistant responsibilities, and demands a high degree of ownership, adaptability, and trust. This position requires a high level of responsiveness and availability aligned with the CEO's schedule and is best suited for someone energized by an always-on executive environment.

Responsibilities:

Executive & Board Support

* Strategically optimize the CEO's time by managing complex calendars and priorities across internal, external, and board-related commitments

* Support board management responsibilities for the CEO's external Chairman role, including scheduling, meeting logistics, materials preparation, and follow-ups

* Partner closely with senior leadership to ensure seamless execution of the CEO's agenda, priorities, and external obligations

* Anticipate conflicts, preparation gaps, and downstream impacts; proactively resolve issues before they arise

Travel & Events Logistics

* Own end-to-end logistics for all business and personal travel, including flights, accommodations, ground transportation, itineraries, and real-time adjustments

* Plan and manage logistics for internal and external events involving the CEO (i.e., board meetings, offsites, conferences, and CEO-hosted events), coordinating with internal teams and external partners to ensure flawless execution

Administrative & Operational Excellence

* Handle expenses, approvals, and administrative workflows with precision, urgency, and sound judgement

* Take detailed, accurate meeting notes and track follow-ups to completion

* Manage highly sensitive and confidential information with the utmost discretion and integrity

* Serve as a trusted gatekeeper and point of contact, representing the CEO with professionalism, confidence, and gravitas

* Maintain and curate executive relationship data and meeting intelligence within Salesforce, ensuring the CEO is consistently prepared for high-impact interactions

Communications & External Coordination

* Partner closely with Communications and Marketing teams to support the CEO's external-facing engagements, including scheduling, preparation materials, and logistics for press opportunities, speaking engagements, and media appearances

* Ensure alignment across communications, leadership, and external stakeholders for timely and effective execution

Personal Assistant Support

* Provide personal assistance as needed, without detracting from core executive responsibilities

Qualifications:

* Bachelor's degree required

* Demonstrated experience supporting Founder-level or C-Suite executives in a fast-paced, high-performance environment; financial services, fintech, or adjacent industries preferred

* Expert-level calendar, travel, logistics and time management skills; thrives in complexity and constant change

* Strong judgment, discretion, and emotional intelligence; trusted with highly sensitive information

* Ability to…